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You can view your knowledge-based (KBA) credits balance and purchase more credits from the Account Management tab in Settings.
Purchase Knowledge-Based Credits (KBA) for eSign
1. Click on your profile in the global navigation bar and select Settings.
2. Select Account Management.
3. To view your remaining balance of KBA credits, scroll down to the Knowledge-based Authentication section of the Subscription tab.
4. To purchase more credits, click Purchase credits.
To purchase credits, you must have a default payment method already set.
5. Enter the number of KBA credits you want to buy in the Additional KBA credits box.
The Total due will update according to the entered quantity.
6. Click Continue.
7. Verify the purchase information and click Confirm and pay.
The total cost will be charged to your default payment method and your Remaining credits will update on the Credits tab of your Account Management screen.
KBA Credit Retrieval
As long as a KBA credit has not been used, it is possible to get it back by first archiving and then deleting the task in the Global Tasks List.
Canopy Tip: You can use the filters to make it easier to find your request (assignee, contact, etc.).
Right-click on the eSign request and select "Archive".
Once the task has been archived, click on the three-dot menu in the top, right corner of the Tasks List and choose "Archived tasks" and delete the eSign request from there.
Once the eSign task has been deleted, the KBA credit will be sent back to your credit "bank" shortly!